TBWA
Three Bridge Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
11,972
-2,668
| -18% | -$149K | 0.18% | 54 |
|
|
2025
Q1 | $824K | Buy |
14,640
+2
| +0% | +$113 | 0.29% | 44 |
|
|
2024
Q4 | $838K | Buy |
14,638
+898
| +7% | +$51.4K | 0.29% | 46 |
|
|
2024
Q3 | $798K | Buy |
13,740
+2,315
| +20% | +$135K | 0.29% | 48 |
|
|
2024
Q2 | $650K | Sell |
11,425
-238
| -2% | -$13.5K | 0.26% | 50 |
|
|
2024
Q1 | $671K | Buy |
11,663
+2,356
| +25% | +$136K | 0.26% | 54 |
|
|
2023
Q4 | $539K | Buy |
9,307
+4,327
| +87% | +$251K | 0.19% | 58 |
|
|
2023
Q3 | $273K | Buy |
4,980
+2
| +0% | +$110 | 0.11% | 73 |
|
|
2023
Q2 | $284K | Buy |
4,978
+51
| +1% | +$2.91K | 0.12% | 75 |
|
|
2023
Q1 | $283K | Buy |
4,927
+36
| +0.7% | +$2.07K | 0.13% | 74 |
|
|
2022
Q4 | $274K | Buy |
+4,891
| New | +$274K | 0.15% | 70 |
|